CRM software doesn’t have to be complicated and expensive.
Small businesses need an easy way to manage, follow up and serve their clients anywhere, anytime – even on their phone.
But even more than that, your clients need a seamless experience when interacting with your business.
This is why both the vCita online CRM software and our Mobile CRM app uniquely integrate with your website, social media and email, creating LiveSite - an integrated client engagement platform for all your client interactions.
Collect Customer Details
Customized client card fields and web forms help you collect and record all the information you need on every contact, lead or customer in your CRM software.
vCita Online CRM software also automatically adds the lead source, photo and other insights from public social network profiles.
Manage Customer Relationships
Access client information on your online CRM or on your Mobile CRM app anywhere you are. Review past communication, documents, payments and upcoming appointments.
Easily add new clients on your phone,or import your contacts and customer data from Gmail, or an Excel file.
Follow-up with Customers
Get instant notifications for new client requests to your smartphone and immediately respond via your Mobile CRM app. Remind yourself to follow up with customers, schedule appointments or create invoices.
Increase Client Engagement
Go beyond managing customers and empower your clients with a self-service portal. Greet returning customers on your website, and allow them to review their past activity and take action: schedule appointments, send messages, share files and pay online.
Manage Your Team
Manage work schedules, assign clients to staff members and share client information across your team. Easily generate customer activity reports and export to Excel.
Professional, Branded Emails
Build relationships with every customer communication. Brand every email with your logo, colors and staff member photo – all in a professional templates that can be customized for each type of interaction.